You will get Front Desk Eligibility & Copay Tracker
Project details
I'm not a generic Excel freelancer — I'm a medical billing specialist with 8 years of experience in cardiology and HIPAA Business Associate certification. I built this tracker because I've watched front desk staff manually calculate copays for years and seen practices lose thousands when they get it wrong. This project isn't just a spreadsheet you download and figure out yourself — it's a complete implementation package that preloads your actual insurance plans, trains your staff on a live Zoom call, and provides two weeks of support so it works from day one. The tracker complements your existing eligibility verification system (OneSource, Availity, Trizetto) by bridging the gap between "coverage is active" and "here's exactly what to collect before the patient leaves." You're not paying for my Excel skills — you're paying for 8 years of insider knowledge about where revenue falls through the cracks at check-in, packaged into a tool that starts recapturing that money immediately.
Purpose
BusinessIndustry
Business Services & Consulting, Medical & Pharmaceutical, SoftwareLanguage
EnglishWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 3 days
- Formatting & Clean Up
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$200
Additional Hour of Work
+$40Frequently asked questions
About Nathaniel
RCM / charge entry specialist
Austin, United States - 12:36 am local time
📜 HIPAA Business Associate Certified (Certificate #000040687563)
If your practice is losing money to billing errors, claim denials, or front-desk mistakes, I can build Excel systems that protect your revenue and give you clear visibility into where money is getting stuck.
I'm a US-based (Austin, TX) HIPAA-certified healthcare operations specialist currently working in charge entry at a primary cardiology practice. I see where revenue gets blocked every day—at the front desk, in charge entry, and in follow-up—and I design Excel tools that plug those leaks.
What I Build for Medical Practices:
✅ Insurance Prefix & Payer Routing Tools
Fast lookup for BCBS, Aetna, UHC, Medicare Advantage, Medicaid, etc. Reduces eligibility errors and first-pass denials.
✅ Denial Tracking & Recovery Dashboards
Track denials by payer, reason, and dollar amount. Prioritize high-value appeals and reduce A/R days.
✅ Charge Capture & Billing Cleanup
Turn messy charge entry exports, provider schedules, and patient demographics into clean, searchable references: fewer missing charges, duplicates, and coding errors.
✅ Front-Desk & Billing Onboarding Tools
Checklists, dropdowns, and validation built into Excel. Helps new staff follow payer rules and avoid costly repeat mistakes.
Why Medical Practices Hire Me:
- HIPAA-certified Business Associate – I understand compliance requirements and handle PHI properly
- I work in medical billing now, so I understand real-world workflows and payer quirks
- I build user-friendly files: locked formulas, clear labels, simple instructions
- I focus on measurable revenue impact: fewer preventable denials, cleaner claims, faster payment
- You get production-ready Excel files with tested formulas and documentation—not templates
The Business Problem I Solve:
Front-office and billing turnover is expensive. When institutional knowledge walks out the door, billing errors and denials go up. My Excel systems capture payer rules, workflows, and best practices so your revenue process is standardized and less dependent on any one person.
If your practice is bleeding revenue from eligibility mistakes, missing charges, or preventable denials, I design Excel systems that make your billing more accurate, predictable, and easier for your team to manage.
📍 Austin, TX | HIPAA-Certified | Healthcare Operations & Revenue Cycle | Excel Systems That Protect Revenue
Steps for completing your project
After purchasing the project, send requirements so Nathaniel can start the project.
Delivery time starts when Nathaniel receives requirements from you.
Nathaniel works on your project following the steps below.
Revisions may occur after the delivery date.
Pre-delivery review call
In 15 minutes, I will show you the customized tracker via Zoom before final delivery. You can request any tweaks or adjustments. This ensures it's precisely what you need before we consider it "delivered."